Fidelity National Information Services, Inc. (FIS) earnings on August 4, 2026
More Fidelity National Information Services, Inc. earnings
Prior outlook: Optimistic Outcome: Missed
The stock dropped after the company reported lower-than-expected revenue and cut its full-year outlook. Even though earnings per share slightly beat expectations, investors sold the stock because of the weaker guidance.
FIS price around the earnings
44.26
Change: -1.2%
2026-08-04, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Missed
- Thesis published
- Results released
Strong expectations, scenario optimistic
Experts are optimistic because the stock has been rising strongly and is performing better than the broader market. A new AI partnership is boosting expectations, though some analysts remain cautious.
Context analyzed before publication
- Summary
- Strong expectations, scenario optimistic
- Playbook
- The stock shows strong trend strength and relative strength compared to the market. Analyst opinions are mixed, but the overall scenario leans optimistic.
- Trend
- Analyst optimism strengthening over the week
Analysts
Drivers
-
Analysts
Negative
Some analysts have a 'hold' rating with price targets below the current price, showing caution despite the positive trend.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.07
- Analysts covering the stock
- 22
- Average price target
- 56.55
- Lowest price target
- 37
- Highest price target
- 85
- Upside to price target
- 26.3%
- Quarterly earnings growth
- 2,972.7%
- Revenue growth
- 30.1%
- Forward EPS
- 6.85
- Trailing EPS
- 5.16
- Analyst moves in the last 60 days
- 2
- Strong buy: 4
- Buy: 11
- Hold: 11
- Sell: 0
- Strong sell: 1
- Strong buy
- 4
- Buy
- 11
- Hold
- 11
- Sell
- 0
- Strong sell
- 1
- July 24, 2026 · Truist Securities: Maintains rating (Hold → Hold)
- July 8, 2026 · Barclays: Initiates coverage (Equal-Weight)
News and sentiment
Drivers
-
News & sentiment
Positive
The company expanded its AI partnership with Anthropic for testing new products, which is seen as a positive development.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (4)
- Truist Securities Maintains Hold on Fidelity National Info, Lowers Price Target to $43 (opens in a new tab) — Benzinga
- Reported Earlier, FIS Extends Anthropic Partnership, Testing Mythos 5 To Scan And Evaluate Its Own Systems Through Project Glasswing (opens in a new tab) — Benzinga
- Barclays Initiates Coverage On Fidelity National Info with Equal-Weight Rating, Announces Price Target of $44 (opens in a new tab) — Benzinga
- Morgan Stanley Reinstates Equal-Weight on Fidelity National Info, Announces $47 Price Target (opens in a new tab) — Benzinga
Technicals
Drivers
-
Technical
Positive
The stock has risen about 7% in the last month and is outperforming the S&P 500 by about 5%, showing strong relative strength.
Evidence
- Price when the context was analyzed
- 44.79
- Average true range (ATR)
- 3.6%
- Distance to 52-week high
- -41.5%
- 14-day change (14d)
- +6.0%
- 30-day change (32d)
- +7.2%
- 30-day relative strength
- +5.5%
- SPY change (32d)
- +1.7%
- Nearest support
- 44.52
- Distance to nearest support
- 0.6%
- Nearest resistance
- 44.81
- Distance to nearest resistance
- 0.1%
- Volume accumulation ratio (14d / 46d)
- 1.07
- Mid: 44.52 (0.6% away, 0.16 ATR, 16 touches)
- Mid: 43.67 (2.5% away, 0.7 ATR, 12 touches)
- Mid: 43.38 (3.1% away, 0.88 ATR, 11 touches)
- Minor: 44.81 (0.1% away, 0.01 ATR, 8 touches)
- Mid: 45.16 (0.8% away, 0.23 ATR, 11 touches)
- Minor: 45.55 (1.7% away, 0.48 ATR, 3 touches)
Trends
Evidence
- Average earnings surprise
- +1.7%
- May 8, 2026: actual EPS 1.36 vs estimate 1.29 (surprise +5.7%)
- February 24, 2026: actual EPS 1.68 vs estimate 1.69 (surprise -0.5%)
- November 5, 2025: actual EPS 1.51 vs estimate 1.48 (surprise +1.7%)
- August 5, 2025: actual EPS 1.36 vs estimate 1.36 (surprise +0.1%)
Expected move
- Implied move
- +5.2%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 4.9%
- 75th percentile move
- 7.9%
- 90th percentile move
- 11.6%
- Up / down moves
- 9 / 11
- Average up move
- +2.8%
- Average down move
- -8.8%
Monitoring and close
What Fidelity National Information Services, Inc. reported
- Status
- Finished
| Actual EPS | 1.48 |
|---|---|
| EPS estimate | 1.47 |
| EPS surprise | +0.7% |
| Revenue | $3,377 million |
| Revenue estimate | $3,384 million |
| Revenue surprise | -0.2% |
FIS beat Q2 estimates on banking strength but cut its annual outlook, keeping the tone pessimistic. The August 4 presentation did not alter the view.
Sources (12)
- FIS Beats Q2 Earnings on Banking Solutions Strength, Cuts 2026 Outlook (opens in a new tab) — Zacks
- Fidelity National Information Services, Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Here's What Key Metrics Tell Us About Fidelity National (FIS) Q2 Earnings (opens in a new tab) — Zacks
- Fidelity National Information Services, Inc. (FIS) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Fidelity National Information Services (FIS) Tops Q2 Earnings Estimates (opens in a new tab) — Yahoo
- Payments firm FIS shares slide after outlook cut (opens in a new tab) — Reuters
- Fidelity National Info Lowers FY2026 Adj EPS Guidance from $6.22-$6.32 to $6.15-$6.24 vs $6.28 Est; Lowers FY2026 Sales Guidance from $13.770B-$13.850B to $13.630B-$13.695B vs $13.784B Est (opens in a new tab) — Benzinga
- Fidelity National Info Sees Q3 Adj EPS $1.58-$1.62 vs $1.65 Est; Sees Sales $3.415B-$3.445B vs $3.515B Est (opens in a new tab) — Benzinga
- Fidelity National Info beat earnings expectations with $1.48 per share, but its revenue of $3.377B fell short of estimates. — Benzinga
- Fidelity National Info Q2 Adj. EPS $1.48 Beats $1.47 Estimate, Sales $3.377B Miss $3.384B Estimate (opens in a new tab) — Benzinga
- FIS Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- FIS seeks to sell parts of capital markets unit (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating -7.5% pre-market, a move above the stock's usual reaction (about 5%). The figures overturn the prior optimistic scenario. In the 429 similar cases in our market history, the close held that direction 94% of the time.
How the stock reacted
- Outcome
- Missed
- Consolidated
- -1.2%
- Max favorable move (MFE)
- 0.3%
- Max adverse move (MAE)
- 14.7%